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Changelog
This changelog contains only significant or other notable changes to the document revision. Editorial or
minor changes that do not affect the context of the document are not included in the changelog.
Rev Date Description
1.0 30-SEP-2019 Initial publication
1.1 15-NOV-2019 Added new Constraint management data block section and Work package association improvement.
Plan 19.9 - Release Notes
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Contents
Release 19.9 summary ....................................................................................................................... 4
New features summary ............................................................................................................................. 4
Improvements summary ........................................................................................................................... 4
Advanced Work Packaging (AWP) ....................................................................................................... 5
Changes to Work packaging grid layout .................................................................................................... 5
Construction Work Area (CWA) ................................................................................................................ 5
Construction Work Package (CWP) ........................................................................................................... 6
Installation Work Package (IWP) ............................................................................................................... 8
Constraint management data block.................................................................................................... 10
Sidebar added containing data values .................................................................................................... 10
New card view option ............................................................................................................................. 10
Release 19.9 summary
4
Release 19.9 summary
This is the first release of Plan to integrate the AWP model, establishing an overarching shift in practices.
New features summary
NOTE:
Beginning with this release, the Work Packaging module in Plan has been realigned to
follow the Advanced Work Packaging (AWP) philosophy. This best-practice approach is
designed to improve project performance and predictability throughout the project life
cycle and is widely considered the future of field planning. The specific features listed
below are all part of the newly applied AWP model in Plan.
Advanced Work Packaging (AWP):
• Changes to Work packaging grid layout – The layout in the Work packaging page has been modified to reflect the AWP model. Read more.
• Construction Work Area (CWA) – CWA has been created in the hierarchy from the Plan Work Area table. Read more.
• Construction Work Package (CWP) – You can now create a CWP as part of the AWP model. Read more.
• Installation Work Package (IWP) – You can now create an IWP as part of the AWP model. Read more.
• Sidebar added containing data values – A new sidebar that displays relevant data values pertaining to the associated work area or work package has been added. Read more.
• New card view option – You can now switch from the default view to a new card view format when loading a work area or work package. Read more.
Improvements summary
• Work package association – In Quantity Tracking, you are now able to associate no more than one work package with a component. Previously, you could associate multiple work packages, which could impact reporting accuracy as components were claimed.
Plan 19.9 - Release Notes
5
Advanced Work Packaging (AWP)
Changes to Work packaging grid layout
Previously, the Work packaging page in Plan included a list of work plans, which could be broken down
further into work packages, as seen in the screenshot below.
This layout has been changed to reflect the AWP model, switching to a three-tier system. The three tiers
are:
• Construction Work Area (CWA)
o Construction Work Package (CWP)
▪ Installation Work Package (IWP)
Construction Work Area (CWA)
The configuration of CWAs is the same as in previous releases. However, the CWAs that have been
configured are now prepopulated in the main Work packaging page as the top-tier parent to any
associated CWPs or IWPs. After clicking on a CWA, you can navigate between two tabs. The Construction
Work Packages tab shows the CWPs and IWPs associated with the selected CWA.
Advanced Work Packaging (AWP)
6
The Construction Work Area Overview tab shows the CWA’s name and ID, when it was last updated and
who updated it, as well as a work area summary.
Construction Work Package (CWP)
Previously, when opening a work plan or package, three tabs were displayed at the top of the page.
Now, when clicking on a specific CWP, five tabs are displayed, each containing information pertaining to
that CWP. The Work Packages tab shows the IWPs associated with the selected CWP.
In previous versions, work plans and work packages contained the same overview information. The
Construction Work Package Overview tab now contains information more tailored to the purposes of a
CWP.
Plan 19.9 - Release Notes
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The Workspace tab includes data blocks for Work sequence, Budget, Component and Schedule ID, each
aligned vertically.
The General Considerations tab lets you take notes on safety, environmental, quality, equipment and
material concerns related to your work package. Each of these topics are displayed as text fields, and
you can add custom formatting styles, as appropriate.
Advanced Work Packaging (AWP)
8
The Documents tab is the same as before, allowing you to attach documents for specifications,
schedules and other information related to the work package.
Installation Work Package (IWP)
When opening an IWP, three tabs are displayed. In previous versions, work plans and work packages
contained the same overview information. The Overview tab now contains information more tailored to
the purposes of an IWP.
Plan 19.9 - Release Notes
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The Workspace tab features a sidebar that contains a list of available data blocks, each having a
corresponding checkbox. Clicking on any of the checkboxes automatically adds that data block to the
window on the right, and each data block is aligned vertically.
Additionally, you can save a workspace with the checkboxes you have selected as a new viewset by
clicking on Save workspace as view below the list of available data blocks. You can accomplish the same
thing by selecting the View drop-down arrow on the upper right corner of the page.
Advanced Work Packaging (AWP)
10
The Documents tab is the same as the one in the CWP interface, letting you attach documents for
specifications, schedules and other information related to the work package.
Constraint management data block
Within the new IWP interface, there is a new data block available called Constraint management. This
data block lets you manually enter data to flag potential project constraints, who is responsible for
them, when they are due and their status of open or closed.
Sidebar added containing data values
Each tab in a CWA, CWP and IWP (excluding the IWP’s Workspace tab) features a sidebar that displays a
percent complete graphic, as well as other data values pertaining to that work area or work package.
New card view option
When loading a CWA, CWP or IWP, you can now toggle the change view icon on the toolbar to switch to
the card view format.
Plan 19.9 - Release Notes
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When switching to the card view from the Work packaging page, the page displays the most recent
saved work packages, as well as a card for each work area in the project in the same order as the default
grid view and with the same data but in an alternate layout.
Similarly, when switching to the card view after loading a CWA or CWP, the page displays a card for each
work package associated with the CWA or CWP, also in the same order as the default grid view and with
the same data but in an alternate layout.